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Goldman Sachs Semiconductor Stocks: Top 12 Picks
Insider Monkey· 2026-01-28 17:49
In this article, we will look at the Goldman Sachs Semiconductor Stocks: Top 12 Picks.The artificial intelligence super cycle is alive and well despite reports of a rotation out of big tech. While market skeptics are betting on a broad exit from the ‘Magnificent Seven,’ a wave of positive earnings from the semiconductor sector signals that there are still more legs to the AI race. Their long-term outlook also remains strong as hyperscalers increasingly pour money into AI data centers.According to Victoria F ...
RBC Initiates Coverage on Marvell (MRVL), Cites 25% Valuation Discount to Peers
Yahoo Finance· 2026-01-20 21:02
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the AI Stocks Making Waves on Wall Street. On January 14, RBC Capital analyst Srini Pajjuri initiated coverage on the stock with an “Outperform” rating and a price target of $105. The analyst sees multiple growth drivers for Marvell and an undervalued entry point. According to Pajjuri, the key debate surrounding the stock is whether management’s outlook for more than 20% data center growth in fiscal 2027, and over 40% growth in fiscal 2028, is achievable. ...